The life of a marketing and sales consultant is never boring at Sercante, working with companies of all shapes and sizes on tasks both large and small.
The days flow along in a sensible cadence … until …
Are you a Halloween horror story fan?
Marketing has its own kind of terror — not in the chainsaw/demonic way, but on the topics of spam, user roles, missing form follow-up, sync mishaps — you get the picture.
Read on — if you dare! (But really, you should — you’ll learn a few tricks.)
Continue reading Marketing Hocus Pocus: 6 Pardot Horror Stories to Avoid
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Our earlier blog post covers this new feature and how to set up the Pardot External Activity in Salesforce so any third-party service can begin sending these activities to Pardot via API. This post explains what third-party services need to do to send these activities to Salesforce using Salesforce declarative solutions (Flow/Process builder).
Continue reading Implementing Pardot External Activities Natively in Salesforce
Pardot is delivering a whole new way to leverage your prospect data in The Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video.
In an earlier blog post, we describe how to set up the External Activity in Salesforce so a third party can begin sending activities to Pardot via API. This post will detail how to actually send the activities with Zapier. Similar approaches can be done with other meta-services. If you want hands-on help, we’d love to work with you.
Continue reading How to Implement Pardot External Activities with Zapier
Pardot is delivering a whole new way to leverage your prospect data in the Salesforce Winter ‘22 release. Similar to webhooks, the new Pardot External Activities feature allows users to receive data from third-party systems and use the data in automations and Engagement Studio Programs. For instance, you could record when a prospect registers for a webinar, completes a survey, or watches a video, and then trigger automations from those actions.
Continue reading Pardot External Activity: What it is and how to use it
In September 2021, Apple privacy changes will start having a big impact on Pardot email marketing reporting metrics. Are you ready to pivot your reporting strategy in response to the changes?
Apple announced some big, new privacy changes in June, and that’s what sparked the changes in email marketing reporting metrics. These changes are included with the Apple software update to iOS 15, iPadOS 15, macOS Monterey, and iCloud.com.
Continue reading Everything Pardot Admins Should Know About Apple Privacy Updates
Campaign naming conventions are a must have. They keep your campaigns organized, improve reporting, and provide key information about the campaign at a glance. However, campaign naming conventions can only be helpful if they are used — and used consistently.
Enforcing naming conventions is tricky because it typically relies on the users to remember the order, abbreviations, variations by type etc. Without good governance, your campaigns will end up having disparities.
Continue reading How To Automate Salesforce Campaign Naming Conventions
The reliability of your data in Pardot and Salesforce is largely dependent on what you put in it and it starts with how you import prospects into Pardot. Luckily, Pardot includes features to ensure your data is clean when you import it. And you can take additional steps to extend these Pardot capabilities further.
Continue reading How to Import Prospects Into Pardot While Ensuring Clean Data
Spam and junk data is the bane of my Pardot Admin existence. Nothing irks me more than seeing sales was notified of a form fill from [email protected], or that [email protected] was added to an engagement program. However, spam is an inevitable part of any marketing automation platform and there is only so much we can do to prevent it from entering, or remaining within, the system.
Continue reading Creating a Pardot Spam Identification Process with Prospect Updater
Should you switch to Pardot Lightning? Probably.
The Pardot Lightning App has been available since the Winter ‘19 release, but many Pardot users still prefer the comfort of Pardot Classic.
Maybe it’s the cute marketing wand in the left-hand menu bar keeping them in Pardot Classic. Or it could be the thought that getting used to a new Pardot experience is gonna be time consuming.
Salesforce delivered the news via the Winter ‘22 Release that the Pardot Classic app is going to retire after October 17, 2022. That means it’s time for Pardot Classic users to consider a switch to Pardot Lightning.
Are you reluctant to adopt Pardot Lightning? Yeah — me, too.
But, here’s the thing: I made the switch. And switching to Pardot Lightning is actually pretty cool. Here’s why.
Continue reading Nudge from Salesforce Winter ‘22: Switch to Pardot Lightning
Get a solution for Protected Campaign Member Statuses in Pardot and step-by-step instructions for installation.
We go through all the effort of setting up beautiful Salesforce Campaigns, naming standards and maybe even a hierarchy. The next challenge in completing your beautiful work of campaign art is getting a hold on your Campaign Member Statuses for each campaign.
Continue reading Pardot Protected Campaign Member Statuses Solution